JNF Chief Planned Giving Officer
Travels from Atlanta, GA
Availability: Contact JNF Speakers Bureau for availability.
Topics:JNF's Work in Israel, Positively Israel
Matt Bernstein Certified Financial Planner) is director of planned giving for Jewish National Fund. With more than twenty years experience in the financial arena, Mr. Bernstein has assisted hundreds of people on the road to financial security. At JNF he is responsible for assisting donors, their families and their financial advisors in the implementation of charitable gifts designed to promote their tax, estate and philanthropic goals. During the past eight years, Mr. Bernstein has given more than 200 lectures around the country to both consumers and professionals on how charitable gift planning can be incorporated into every person's financial plan. In addition, he has written numerous articles for trade and professional journals.
Prior to JNF, Mr. Bernstein worked in the insurance and financial planning fields on Wall Street with such prestigous firms as Phoenix Mutual Life Insurance Company and Shearson Lehman Brothers. He was also a member of the adjunct faculty for the College of Financial Planning in Denver, Colorado, where he taught numerous courses on financial planning, financial management and Certified Financial Planning preparation courses. He is a member of Atlanta's Planned Giving Council and the Jewish Planned Giving Network.
Download a prepared introduction for Matt Bernstein matt-bernstein.doc